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Arm Holdings/$ARM

1D1W1M3M6MYTD1Y5YMAX

About Arm Holdings

Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world's smartphone CPU cores. Arm also has a high market share in other battery-powered devices, such as wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different license types depending on the flexibility the customer needs. Customers such as Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or remove instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced plans to launch its own CPU products on top of its existing royalty business.
Ticker
$ARM
Sector
Semiconductors
Primary listing
NASDAQ
Employees
9,584

Arm Holdings Metrics

BasicAdvanced
$220B
210.24
$0.98
3.79
-

What the Analysts think about Arm Holdings

Analyst ratings (Buy, Hold, Sell) for Arm Holdings stock.
Analyst projections of the future price of Arm Holdings stock.

Bulls say / Bears say

FY26 revenue reached a record $4.92 billion, up 23%, with royalties rising 21% and licensing revenue 25%. Growth across both established revenue streams supports the case that demand extends beyond a single product line. (Arm)
In Q1 FY27, revenue grew 22% to a record $1.29 billion and data-centre royalties more than doubled year on year. Neoverse shipments passed 1.5 billion cores, with the latest 500 million shipped in just nine months, signalling wider adoption of Arm in cloud infrastructure. (Arm)
Demand for Arm’s new AGI CPU exceeds $2 billion across FY27 and FY28, and initial products have been delivered to multiple customers. If Arm can convert that demand into sales, direct chip products could add a new growth stream alongside licensing and royalties. (Arm)
Arm warned that smartphone royalties would fall in the following quarter. That points to near-term pressure from a key market even as data-centre demand grows. (Reuters)
Arm says AGI CPU demand exceeds $2 billion over FY27 and FY28, but it has secured capacity for only its initial $1 billion opportunity. Limited supply could delay or cap sales of this new product. (Arm, CNBC)
Legal challenges could put pressure on Arm’s royalty model: Qualcomm is seeking to suspend royalty payments potentially worth billions for up to five years, while the FTC is investigating Arm’s licensing practices. Neither outcome is certain, but both add uncertainty around a core revenue stream. (Reuters, Reuters)
Data summarised monthly by Lightyear AI. Last updated on 18 Oct 2026.

Arm Holdings Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Arm Holdings Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Arm Holdings

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